AdvisorOS Directory
Claim Profile
DO

David Michael Odonnell

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC·WALPOLE, Massachusetts
Unclaimed Profile
55 WEST STREET, WALPOLE, MA 02081CRD# 1423780Firm CRD# 172470
01

About

David Michael Odonnell is a registered financial advisor based in WALPOLE, Massachusetts, affiliated with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
THE PATRIOT FINANCIAL GROUP, LLC
AUM
$2.1B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1423780
Firm CRD# 172470
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALPOLE?

Browse all registered financial advisors in WALPOLE, Massachusetts or claim this profile if it's yours.

Browse WALPOLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Michael Odonnell offer?
David Michael Odonnell specializes in Financial Planning, Investment Management. Contact their office in WALPOLE, Massachusetts for a consultation.
What are David Michael Odonnell's credentials?
David Michael Odonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Odonnell located?
David Michael Odonnell is based in WALPOLE, Massachusetts, working with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. Their office serves clients in the WALPOLE metropolitan area and surrounding communities.
How does David Michael Odonnell charge for services?
David Michael Odonnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC?
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC has approximately 71 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALPOLE
Michael Paul Tashjian — THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLCJon J Loranger — THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile